SAN FRANCISCO — Silicon Valley’s newest wealth boom is moving from startup paper gains into real portfolios, with advisers to tech employees fielding a rush of questions on how to sell, borrow against or hold shares after SpaceX’s blockbuster listing and ahead of possible AI-company IPOs.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.